GF
BEN icon

Gries Financial’s Franklin Templeton BEN Stock Holding History

Gries Financial’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49,598
Closed -$1.32M – 181
2023
Q2 		$1.32M Sell
49,598
-188
-0.4% -$4.86K 0.37% 73
2023
Q1 		$1.34M Sell
49,786
-50,190
-50% -$1.47M 0.4% 72
2022
Q4 		$2.64M Buy
99,976
+32,964
+49% +$819K 0.88% 35
2022
Q3 		$1.44M Buy
67,012
+2,999
+5% +$77.1K 0.61% 50
2022
Q2 		$1.49M Buy
+64,013
New +$1.64M 0.71% 45

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gries Financial's BEN Position: Q3 2023 in Review

Gries Financial sold out of Franklin Templeton (BEN) in Q3 2023, closing a stake of 49,598 shares — an estimated $1.32M sold.

Gries Financial first reported a position in BEN in Q2 2022 and held it in 5 quarters. The position peaked at $2.64M in Q4 2022. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

  • Gries Financial reported no remaining Franklin Templeton position as of Q3 2023 after selling out during the quarter.
  • Gries Financial sold 49,598 Franklin Templeton shares in Q3 2023, an estimated $1.32M.
  • Gries Financial first reported a position in Franklin Templeton in Q2 2022 and held it in 5 quarters.
  • Gries Financial's Franklin Templeton position peaked at $2.64M in Q4 2022.
  • 537 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2023.

Based on Gries Financial's 13F filing for Q3 2023, filed 15 Nov 2023.